News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- AI Cracks Fuel REIT Comeback
The Fed held rates steady following September's hike, with two dissenters favoring another increase. Check out the market update here.
- Digital Realty Trust (DLR) Stock Faces Q3 Earnings Valuation Reckoning
Digital Realty Trust came into this Q3 2026 report with a rich 77.2x P/E and a stock that had risen over the past month, then the shares slipped 1.2% to about US$180 on the first trading day after results. That small pullback clashes with what the numbers actually show. Core fund…
- PWR Q3 deep dive: broad-based backlog growth and supply chain discipline drive guidance boost
Infrastructure solutions provider Quanta (NYSE:PWR) reported Q3 2026 results exceeding the market’s revenue expectations, with sales up 57.4% year on year to $12.01 billion. The company’s full-year revenue guidance of $41.45 billion at the midpoint came in 4.7% above analysts’ es…
- 5 Best Energy Infrastructure Stocks That Will Skyrocket
The energy infrastructure sector refers to the essential systems and networks that generate, transport, and distribute energy from sources to consumers. Whether commodity prices rise or fall, the energy infrastructure sector remains in focus as long as there is a growing demand f…
- Digital Realty: 3 Key Takeaways for Long-Term Investors
Record contracted backlog of $1.8 billion at the company's share secures multiyear revenue visibility through 2028.
- Quanta Services (PWR) Stock Cools As Q3 Earnings Reset The Debate
Quanta Services stock slipped about 2% in regular trading, even though the company reported one of its strongest quarters on record for Q3 2026. The market focused on the price move. The business delivered a different story. Revenue reached about US$12.0b and adjusted earnings pe…
- Is Vertiv Stock Safer Or Riskier Than A Year Ago?
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- What Quanta Services Buyers Were Betting On
If Quanta Services had sat on your watchlist instead of in your portfolio, the result over this stretch may feel like a missed call. For Quanta Services shareholders, the return from the start of the year was 41.3%, including dividends. That kind of move invites a blunt question.…
- Quanta Services Q3 Earnings Call Highlights
Quanta Services (NYSE:PWR) reported third-quarter 2026 results that exceeded management’s expectations, supported by double-digit growth in revenue, adjusted EBITDA and adjusted earnings per share, along with record backlog and cash flow. President and Chief Executive Officer Duk…
- How Earnings Beat Will Impact Digital Realty Trust (DLR) Investors
Digital Realty Trust reported third quarter 2026 revenue of US$1.9b and funds from operations of US$2.10 per share, ahead of analyst expectations, and raised its full year 2026 revenue guidance to a range of US$7.05b to US$7.125b. Record leasing bookings, a large contracted backl…
- Citigroup Maintains Buy on Quanta Services, Raises Price Target to $882
Citigroup analyst Andrew Kaplowitz maintains Quanta Services (NYSE:PWR) with a Buy and raises the price target from $871 to $882.
- Eaton vs. nVent: Which Electrical Equipment Stock Has an Edge?
Eaton and nVent are riding AI-driven data center demand, but their share gains, growth plans, valuations and tariff risks make the stock comparison intriguing.
- Citigroup Maintains Buy on Digital Realty Trust, Raises Price Target to $234
Citigroup analyst Michael Rollins maintains Digital Realty Trust (NYSE:DLR) with a Buy and raises the price target from $226 to $234.
- Equinix Raises Outlook Again as Data Center Bookings Hit Record
Equinix signed a record $533 million of annualized bookings in Q3 and lifted its outlook a third time on AI demand.
- TD Cowen Maintains Buy on Quanta Services, Raises Price Target to $830
TD Cowen analyst Marc Bianchi maintains Quanta Services (NYSE:PWR) with a Buy and raises the price target from $785 to $830.
- Construction Stocks Begin Turnaround Even As AI Spending Fears Mount
MasTec and Quanta Services both soared after beating earnings earlier this week. The gains mark a turnaround for construction stocks.
- ETN Set to Report Q3 Earnings: Should You Buy, Sell or Hold the Stock?
Eaton's Q3 earnings outlook signals strong growth, fueled by data-center demand and acquisitions, but premium valuation raises concerns.
- Digital Realty (DLR) Q3 2026 Earnings Call Transcript
AI demand drives record bookings and 11% FFO growth for data center giant.
- Wells Fargo Maintains Overweight on Digital Realty Trust, Raises Price Target to $225
Wells Fargo analyst Eric Luebchow maintains Digital Realty Trust (NYSE:DLR) with a Overweight and raises the price target from $220 to $225.
- DLR Q3 FFO & Revenues Beat Estimates on Rental Growth, '26 View Raised
Digital Realty's record bookings, rising occupancy and stronger rental rates drive double-digit core FFO growth as the company raises its 2026 outlook.
- Digital Realty Trust (DLR) Beat Earnings And Raised Guidance, Is The Upside Already Priced In?
Why Digital Realty Trust’s latest earnings drew investor attention Digital Realty Trust (DLR) just paired an earnings beat with record leasing and a larger backlog, while tightening its outlook and leaning harder into data center demand tied to AI and cloud. Investors have notice…
- Truist Securities Reiterates Buy on Quanta Services, Raises Price Target to $967
Truist Securities analyst Jamie Cook reiterates Quanta Services (NYSE:PWR) with a Buy and raises the price target from $960 to $967.
- Digital Realty CEO Andrew Power: We have 'very little exposure' to AI names people are worried about
Digital Realty CEO Andrew Power joins 'Squawk on the Street' to discuss the company's latest earnings report, data center demand trends, and more.
- MasTec Q3 Earnings & Revenues Beat Estimates on Power Delivery Strength
MTZ's Q3 earnings and revenues beat estimates on Power Delivery strength and record backlog, but pipeline delays prompt a cut to its 2026 profit outlook.
- Digital Realty Trust Q3 Earnings Call Highlights
Digital Realty Trust (NYSE:DLR) reported third-quarter results that exceeded its expectations, supported by record leasing activity, rising occupancy and continued demand for data-center capacity tied to artificial intelligence, cloud computing and enterprise workloads. The compa…
- Evercore ISI Group Maintains Outperform on Quanta Services, Raises Price Target to $850
Evercore ISI Group analyst Durgesh Chopra maintains Quanta Services (NYSE:PWR) with a Outperform and raises the price target from $800 to $850.
- Cantor Fitzgerald Maintains Overweight on Digital Realty Trust, Raises Price Target to $223
Cantor Fitzgerald analyst Brett Knoblauch maintains Digital Realty Trust (NYSE:DLR) with a Overweight and raises the price target from $221 to $223.
- Digital Realty Trust, Inc. Reports Third Quarter 2026 Net Income Available to Common Stockholders of $0.48 Per Share
- Digital Realty Trust, Inc. (DLR) Q3 2026 Earnings Call Transcript
Digital Realty Trust, Inc. (DLR) Q3 2026 Earnings Call October 29, 2026 5:00 PM EDTCompany ParticipantsJordan Sadler - Senior VP of Public & Private...
- Digital Realty Trust, Inc. 2026 Q3 - Results - Earnings Call Presentation
2026-10-30. The following slide deck was published by Digital Realty Trust, Inc.